Lead Dynamics 365 CE Business Analyst – Configuration, Sales & Power Platform (Customer Service / Field Service Preferred)

KORE1 Technologies

Newport Beach, CA(remote)

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JOB DETAILS

SALARY

$130,000–$140,000 Per Year

SKILLS

Access Control, Accounting, Alliance/Partner Marketing, Analysis Skills, Artificial Intelligence (AI), Asset Management, Automation, Best Practices, Business Administration, Business Analysis, Business Processes, Business Solutions, Business Strategy, Business Support, Business Transformation, CRM Integration, Change Management, Communication Skills, Computer Science, Continuous Improvement, Cross-Functional, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Service Operations, Customer Support/Service, Data Modeling, Data Quality, Documentation, ERP (Enterprise Resource Planning), Enterprise Architecture, Establish Priorities, Finance, Gap Analysis, Identify Issues, Information Systems/Technology IS/IT Administration, Internal Audit, Knowledge Management, Leadership, Maintain Compliance, Microsoft Dynamics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Product Family, Microsoft Windows CE Operating System, Microsoft Word, On Site Support, Operational Strategy, Organizational Skills, Power BI, Predictive Modeling, Problem Solving Skills, Process Improvement, Project/Program Coordination, Requirements Management, Sales, Sales Pipeline, Service Level Agreement (SLA), Software Development Lifecycle (SDLC), Solution Sales, Technical Delivery, Technical Leadership, Technical Recruiting, Technical Support, Technical Training

LOCATION

Newport Beach, CA

POSTED

1 day ago

Location: Newport Beach, CA (Preferred: Hybrid - 4 days onsite, 1 day remote). Fully remote may be considered for exceptional candidates.

KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Lead Dynamics 365 CE Business Analyst - Configuration, Sales & Power Platform (Customer Service / Field Service Preferred)

The Microsoft CRM Lead Business Analyst is responsible for driving enterprise-wide business transformation initiatives leveraging Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform. This role partners with business stakeholders and IT leadership to design, implement, and optimize CRM solutions across Sales, Customer Service, Field Service, and related functions.

The Lead Business Analyst acts as the primary bridge between business needs and technical delivery-translating strategic objectives into scalable, automated CRM solutions while ensuring successful adoption, governance, and continuous improvement.

The position, reporting to the Business Applications Manager, focuses on translating business strategy into improved, automated solutions.

Essential Duties and Responsibilities

Business Analysis & Stakeholder Engagement

Partner with business leaders across Sales, Customer Service, and Field Operations to gather, document, and prioritize requirements
Lead discovery sessions, process mapping, and gap analysis to identify optimization opportunities
Translate business requirements into functional specifications and system design
Serve as a trusted advisor to stakeholders on CRM capabilities and best practices

CRM Solution Design (D365 CE)

Design and configure solutions across:
- Primary focus on the Dynamics 365 Sales module, with ongoing support for Customer Service and Field Service functionality.
  - Sales (Lead-to-Opportunity, pipeline management)
  - Customer Service (cases, SLAs, knowledge management)
  - Field Service (work orders, scheduling, asset management a Plus)
Define end-to-end workflows leveraging D365 CE and Power Platform (Power Automate, Power Apps)
Establish scalable data models, integrations, and automation strategies
Ensure solutions align with enterprise architecture and roadmap

Process Optimization & Automation

Identify opportunities to streamline customer-facing and service operations
Lead automation of business processes using D365 workflows and Power Platform
Drive standardization and scalability across business units
Promote data-driven decision-making through improved CRM usage and insights
Support enterprise CRM automation initiatives using Power Apps, Power Automate, and future Microsoft AI/Copilot capabilities as they are adopted.

Delivery Leadership & SDLC

Lead functional workstreams across CRM projects (implementations, enhancements, integrations)
Coordinate with internal developers, architects, Microsoft implementation partners, and third-party vendors to deliver CRM initiatives.
Act as the primary liaison between IT, Sales, and external implementation partners throughout project delivery.
Manage scope, priorities, timelines, and risks for assigned initiatives
Strong leadership presence and influence without authority

Governance, Security & Data Integrity

Define and maintain CRM security roles, data governance, and access controls
Ensure compliance with internal policies and audit requirements
Establish standards for data quality, ownership, and lifecycle management

Training, Adoption & Support

Develop end-user training materials and documentation
Lead Power Apps rollout, user training, and adoption initiatives for the Sales organization.
Lead workshops and enablement sessions to drive adoption
Provide Level 2 and 3 functional support and troubleshoot complex issues
Identify adoption gaps and implement improvement strategies
Champion change management efforts to ensure successful adoption of new processes, systems, and automation capabilities

Other duties as assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Energy, distribution, transportation, service, or utility industry experience is a nice to have
Microsoft Power Platform and/or Dynamics 365 certifications (PL-200, PL-400, MB-210, etc.) are preferred.
Bachelor's degree in Information Systems, Business Administration, Computer Science, or a related field.
5+ years of experience as a Business Analyst supporting Microsoft Dynamics 365 Customer Engagement (CE) or other enterprise CRM platforms.
4+ years of hands-on functional experience configuring Microsoft Dynamics 365 CE, with deep expertise in the Sales module (required). Experience with Customer Service is preferred; Field Service is a plus.
Strong experience with the Microsoft Power Platform, including Power Apps and Power Automate.
Experience serving as the functional lead between business stakeholders, IT teams, and third-party implementation partners.
Experience leading technology projects, coordinating cross-functional teams, and driving business transformation initiatives.
Experience delivering end-user training and driving adoption of CRM solutions.
Experience working with CRM integrations involving ERP systems, Microsoft technologies, or third-party applications preferred.
Exposure to Microsoft Copilot, AI-driven automation, or other advanced Dynamics 365 capabilities preferred.
Strong analytical, process mapping, documentation, and stakeholder communication skills.
Excellent communication skills with both technical and non-technical audiences.
Strong planning, organizational, problem-solving, and decision-making skills.
Results-driven mindset with a focus on operational efficiency, automation, and continuous improvement.
Proficiency with Microsoft Office (Word, Excel, Outlook); experience with Power BI is a plus.

Computer Skills

Advanced skills in Microsoft Office applications, specifically Word, Excel and Outlook. Experience with Microsoft D365 software solutions. Knowledge of Microsoft Field Services systems is helpful. Experience with Power BI, AI, and Predictive Analytics a plus.

Compensation depends on experience, but is typically $130-140K

ABOUT KORE1
Specializing in professional and technical recruiting, KORE1 is committed to supporting top IT, Engineering, Creative, Scientific, Accounting and Finance professionals in their career paths. We build deep relationships with leading companies, connecting them to exceptional talent every day. With extensive industry expertise and unmatched opportunities, our goal is to provide a unique experience for our contractors and consultants as they prepare for their next role. We are passionate about matching the right people with the right companies.

Kore1 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Kore1 complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Kore1 expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Kore1's employees to perform their job duties may result in discipline up to and including discharge.

Lead Dynamics 365 CE Business Analyst – Configuration, Sales & Power Platform (Customer Service / Field Service Preferred)

KORE1 Technologies

Newport Beach, CA(remote)

About the Company

KORE1 Technologies

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